Compare AU

Compare DGSM vs. IEM

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Small Company - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DGSM and IEM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

IEM

Popularity

Low

Low

Pearlers invested

4

173

Median incremental investment

$12,947.16

$1,665.61

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,188.62

$4,056.84

Average age group

> 35

> 35


Key Summary

DGSM

IEM

Strategy

DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia).

IEM.AX was created on 2003-04-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the equity market performance in global emerging markets.

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

ISH MSCI EM USD ETF DIST (99.95 %)

AUD CASH (0.12 %)

EUR CASH (0.01 %)

Top 3 industries

Other (99.99 %)

Communication Services (0.01 %)

Information Technology (0.00 %)

Top 3 countries

China (27.10 %)

Taiwan (18.78 %)

India (18.74 %)

Management fee

0.647 %

0.69 %


Key Summary

DGSM

IEM

Issuer

Dimensional

iShares

Tracking index

MSCI EM (Emerging Markets)

Asset class

ETF

ETF

Management fee

0.647 %

0.69 %

Price

$35.75

$68.83

Size

N/A

$1.268 billion

10Y return

N/A

33.81 %

Annual dividend/โ€Šdistribution yield (5Y)

0.08 %

1.82 %

Market

ASX

ASX

First listed date

18/08/2024

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

DGSM

IEM

Popularity

Low

Low

Pearlers invested

4

173

Median incremental investment

$12,947.16

$1,665.61

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,188.62

$4,056.84

Average age group

> 35

> 35


Pros and Cons

DGSM

IEM

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DGSM

IEM

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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